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Diana Britton Managing Editor WealthManagement.com

Diana Britton

Managing Editor, WealthManagement.com

Diana Britton is the Managing Editor of WealthManagement.com, covering covering independent broker/dealers and RIAs from all angles. She's also the host of The Healthy Advisor, a podcast focused on advisor health and wellbeing. A native of Los Angeles, she now lives in Rocklin, Calif.

Latest from Diana Britton

Dave Breslin General Catalyst GC Wealth
RIA
Q&A: Dave Breslin Ushers General Catalyst Into the Wealth BusinessDave Breslin Ushers General Catalyst Into the Wealth Business
byDiana Britton
Feb 10, 2025
14 Min Read
Osaic signage
RIA
Osaic Adds $360M Firm to W-2 Affiliation ChannelOsaic Adds $360M Firm to W-2 Affiliation Channel
byDiana Britton
Feb 7, 2025
1 Min Read

All from Diana Britton

Linda Bready
RIA
FinTech Exec Launches M&A Consulting Business
FinTech Exec Launches M&A Consulting Business
Feb 7, 2025
|
3 Min Read
byDiana Britton, Managing Editor
Breanna Rae Blaney
Professional Development
DFA Alum Launches Advisor Training Program and Designation
DFA Alum Launches Advisor Training Program, Designation
Feb 7, 2025
|
3 Min Read
byDiana Britton, Managing Editor
Alisa Maute Mercer Advisors
Career Moves
Mercer Hires Client Development Director From LPL
Mercer Hires Client Development Director From LPL
Feb 5, 2025
|
3 Min Read
byDiana Britton, Managing Editor
The Healthy Advisor Podcast Aaron Klein Nitrogen Diana Britton
Professional Development
The Healthy Advisor: Beyond the C-Suite With Aaron Klein
The Healthy Advisor: Aaron Klein
Feb 5, 2025
byDiana Britton, Managing Editor
Jarrod Biebel TrekNorth Investment Management James Horn Matterhorn Private Wealth
RIA
RFG Attracts Advisors From Raymond James, Edelman
RFG Attracts Advisors From Raymond James, Edelman
Feb 4, 2025
|
2 Min Read
byDiana Britton, Managing Editor
Support Platforms
AssetMark Taps New CTO from BlackRock’s Aladdin
AssetMark Taps New CTO from BlackRock’s Aladdin
Feb 4, 2025
|
2 Min Read
byDiana Britton, Managing Editor
Regulation & Compliance
FINRA Fines Apex Clearing $3.2M for Securities Lending Violations
FINRA Fines Apex Clearing $3.2M for Securities Lending Violations
Feb 4, 2025
|
3 Min Read
byDiana Britton, Managing Editor
Commonwealth Financial building
IBD
Commonwealth Snags $320M Advisor from Cambridge
Commonwealth Snags $320M Advisor from Cambridge
Feb 3, 2025
|
1 Min Read
byDiana Britton, Managing Editor
Aspire Wealth Management founder and CEO Mark Khozozian and Fernwood Investment Management founder and Managing Member Thomas Reilly
RIA
CW Advisors Announces Double Deal in Its Own Backyard
CW Advisors Announces Double Deal in Its Own Backyard
Feb 3, 2025
|
1 Min Read
byDiana Britton, Managing Editor
Summit Financial office
RIA
Summit Stakes $700M Missouri Firm
Summit Stakes $700M Missouri Firm
Jan 31, 2025
|
2 Min Read
byDiana Britton, Managing Editor
LPL Financial signage Q4 earnings
IBD
Acquisitions Fuel LPL Q4 Recruiting Results
Acquisitions Fuel LPL Q4 Recruiting Results
Jan 31, 2025
|
2 Min Read
byDiana Britton, Managing Editor
Altadena fire
Industry News & Trends
With LA Fires, Pro Bono Advisors Brace for Long-Term Work
With LA Fires, Pro Bono Advisors Brace for Long-Term Work
Jan 31, 2025
|
5 Min Read
byDiana Britton, Managing Editor
Pitcairn President and CEO Andrew Busser
RIA
Pitcairn Announces First Acquisition in 102-Year History
Pitcairn Announces First Acquisition in 102-Year History
Jan 30, 2025
|
2 Min Read
byDiana Britton, Managing Editor
Hub International office
RIA
Hub International Acquires $2B Commonwealth Practice
Hub International Acquires $2B Commonwealth Practice
Jan 28, 2025
|
1 Min Read
byDiana Britton, Managing Editor
Sequoia Financial
RIA
Sequoia Pens Deal to Acquire $3.8B Minneapolis-St. Paul RIA
Sequoia Pens Deal to Acquire $3.8B Minneapolis-St. Paul RIA
Jan 28, 2025
|
1 Min Read
byDiana Britton, Managing Editor
Jerod Wurm (left) and Casey Frye
RIA
Carson Acquires $365M Sacramento Firm
Carson Acquires $365M Sacramento Firm
Jan 28, 2025
|
2 Min Read
byDiana Britton, Managing Editor
Hightower office
RIA
Judge Voids Hightower Non-Compete Against Former Advisor
Judge Voids Hightower Non-Compete Against Former Advisor
Jan 28, 2025
|
2 Min Read
byDiana Britton, Managing Editor
Cedrus Financial Managing Partner Mark Neely
RIA
Arax Nabs $1B Colorado RIA
Arax Nabs $1B Colorado RIA
Jan 27, 2025
|
1 Min Read
byDiana Britton, Managing Editor
Janney Montgomery Scott CEO Tony Miller
Career Moves
Janney Montgomery Scott Names New CEO
Janney Montgomery Scott Names New CEO
Jan 24, 2025
|
1 Min Read
byDiana Britton, Managing Editor
Merriman CEO Jeremy Burger
RIA
Focus Hub Merges In $4B Seattle RIA
Focus Hub Merges In $4B Seattle RIA
Jan 24, 2025
|
1 Min Read
byDiana Britton, Managing Editor
Compound Planning co-founders Christian Haigh (left) and Alex Farman-Farmaian
RIA
Compound Planning Reels in Four Advisors, Bringing AUM to Over $2.5B
Compound Planning Adds Four Advisors, Bringing AUM to Over $2.5B
Jan 23, 2025
|
3 Min Read
byDiana Britton, Managing Editor
joining building puzzle pieces
RIA
The Top 10 Wealth Management M&A Deals in 2024
The Top 10 Wealth Management M&A Deals in 2024
Jan 23, 2025
|
11 Slides
byDiana Britton, Managing Editor
PWL Capital
RIA
OneDigital Buys C$5.5B Montreal Wealth Manager
OneDigital Buys C$5.5B Montreal Wealth Manager
Jan 23, 2025
|
1 Min Read
byDiana Britton, Managing Editor
handshake business team RIA merger
M&A
Cambridge's BridgePort Closed 2024 with Double Deal Totaling $400M
Cambridge's BridgePort Closed 2024 with Double Deal Totaling $400M
Jan 22, 2025
|
2 Min Read
byDiana Britton, Managing Editor
merger puzzle
Support Platforms
Merchant-Backed Fin.Link Hires New President
Merchant-Backed Fin.Link Hires New President
Jan 21, 2025
|
2 Min Read
byDiana Britton, Managing Editor
SEC building
Regulation & Compliance
SEC Charges Pennsylvania Advisor Who Used Client Funds on Country Club Dues
SEC Charges Pennsylvania Advisor Who Used Client Funds on Country Club Dues
Jan 17, 2025
|
2 Min Read
byDiana Britton, Managing Editor
sec-seal-new.jpg
Regulation & Compliance
Wells Fargo, Merrill Lynch Pay $60M to Settle Cash Sweep Charges
Wells Fargo, Merrill Lynch Pay $60M to Settle Cash Sweep Charges
Jan 17, 2025
|
3 Min Read
byDiana Britton, Managing Editor
Nick Graham
RIA
Cambridge CTO Nick Graham Quietly Departs
Cambridge CTO Nick Graham Quietly Departs
Jan 16, 2025
|
2 Min Read
byDiana Britton, Managing Editor
SignalPoint Asset Management Managing Partner and CEO Jon Timson
RIA
Farther Recruits $650M Midwest RIA
Farther Recruits $650M Midwest RIA
Jan 15, 2025
|
1 Min Read
byDiana Britton, Managing Editor
RetirementDNA Managing Partner Daniel Dubois
RIA
Integrated Recruits $1B Retirement Plan-Focused Firm
Integrated Recruits $1B Retirement Plan-Focused Firm
Jan 15, 2025
|
2 Min Read
byDiana Britton, Managing Editor
Mariner office RIA news
RIA
Mariner Adds $1B in AUA in Triple Deal
Mariner Adds $1B in AUA in Triple Deal
Jan 14, 2025
|
2 Min Read
byDiana Britton, Managing Editor
Spencer and Todd Knickerbocker Stonebrook Privagte
RIA
Elevation Point Stakes $750M Michigan RIA
Elevation Point Stakes $750M Michigan RIA
Jan 14, 2025
|
1 Min Read
byDiana Britton, Managing Editor
Adrian Cronje, CEO, and Robert Balentine, Chairman of Balentine
RIA
$8B Balentine Sells 20% Stake to FJ Management
$8B Balentine Sells 20% Stake to FJ Management
Jan 14, 2025
|
2 Min Read
byDiana Britton, Managing Editor

Latest news

Kathy Wunderi Wealth.com
Career Moves
Top Hollywood Attorney Joins Wealth.com’s Legal Team
Top Hollywood Attorney Joins Wealth.com’s Legal Team

Feb 11, 2025

Robert Sofia Snappy Kraken
Marketing
Snappy Kraken Launches AI-backed RIA Enterprise Hub
Snappy Kraken Launches AI-Backed Enterprise Hub

Feb 11, 2025

Hershey Wealth Advisors Merit Financial
RIA
Merit Acquires $233M Pennsylvania RIA From Osaic
Merit Acquires $233M RIA In Pennsylvania

Feb 11, 2025

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